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Peter Woodring

Cypress Partners
Ross, CA
Your most trusted advisor.

Meet Peter

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Introduction - Peter Woodring
Video Transcripts

Peter co-founded Cypress Partners to take the anxiety and complexity out of money so that his clients can optimize their lifestyles. Simply speaking, Peter helps his clients make smart financial choices based on their goals, not somebody else’s.

The financial industry is littered with expensive, underperforming products and investment strategies. Peter acts as a client advocate and gatekeeper, protecting his clients from inefficient products, and positioning them for success. Cypress…

Peter co-founded Cypress Partners to take the anxiety and complexity out of money so that his clients can optimize their lifestyles. Simply speaking, Peter helps his clients make smart financial choices based on their goals, not somebody else’s.

The financial industry is littered with expensive, underperforming products and investment strategies. Peter acts as a client advocate and gatekeeper, protecting his clients from inefficient products, and positioning them for success. Cypress Partners practices transparent and independent wealth planning.

Peter helps you protect, grow and optimize what's most important to you. His relationship with you is a partnership, and it's guided by your participation in their comprehensive planning process. It begins with a conversation about your objectives, values, concerns and personal and professional relationships. Gaining a thorough understanding of your life allows Peter to formulate not only a specific investment plan, but also a team of independent, expert advisors to design a plan to achieve your goals.

Peter takes great pride in offering objective solutions to individuals and families that need a comprehensive team approach in managing the complexities of family wealth. Peter works closely with clients to coordinate all aspects of their finances by acting as their family CFO.

Born into the business, Peter benefits from a lifetime of planning knowledge learned from his Father and co-founder, Doug Woodring, who has been consulting with successful families in the San Francisco Bay area for several decades. Working together, they bring multi generational expertise to their clients. As a successful entrepreneur, investor and relationship manager, Peter brings valuable insight and resources to a wide range of clients who appreciate the personal attention, and the collaboration of planning professionals that the firm offers.

Languages Spoken
German

Services offered

Investment management
Financial planning
Retirement planning
College planning

Experience with

Small business owners
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Education

Bachelors
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